NEW YORK (TheStreet) -- A recent article suggesting the future growth potential of networking giant Cisco ( CSCO) caused a bit of uneasiness for Cisco investors. While it would appear that such a favorable outlook would inspire confidence and optimism among investors, instead it was suggested that perhaps I've set the bar a bit too high.
Cisco has had a long history of M&A and I continue to maintain that it would serve its growth interest if it were to acquire a company such as Brocade Communications ( BRCD). The company has been pretty open about the possibility of more acquisitions, but such a move is unlikely absent a showing of some strategic fundamental improvements. As far as numbers for the quarter I expect the company to report earnings of 46 cents per share with gross margins arriving at 28%.